Creative Planning’s Parker-Hannifin PH Stock Holding History

Creative Planning’s Portfolio PH Stock Details PH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-200	Closed	-$3K	–	2432
2020 Q3	$3K	Buy	+200	New	+$39.3K	﹤0.01%	2075

Other funds holding PH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Creative Planning's PH Position: Q2 2026 in Review

Creative Planning increased its Parker-Hannifin (PH) stake by 14% in Q2 2026, buying an estimated $6.02M and bringing the position to 52,933 shares worth $51.8M. The position accounts for 0.03% of the portfolio, ranked #238.

Creative Planning first reported a position in PH in Q2 2013 and has held it in 53 quarters since. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Creative Planning held 52,933 shares of Parker-Hannifin worth $51.8M as of Q2 2026.
Creative Planning bought 6,574 Parker-Hannifin shares in Q2 2026, an estimated $6.02M.
Parker-Hannifin made up 0.03% of Creative Planning's portfolio in Q2 2026, its #238 holding.
Creative Planning first reported a position in Parker-Hannifin in Q2 2013 and has held it in 53 quarters since.
1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.